See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,066 | $50,958-58.7% | $74,550-71.7% | $64,186-67.2% |
| Participation rate | 10.1% | 61.1%-50.9pp | 69.1%-59.0pp | 69.6%-59.4pp |
| Annual return | -6.79% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $383 | $2,301-83.4% | $3,108-87.7% | $3,470-89.0% |
| Admin fee / account holder | $233 | $4,223-94.5% | $5,060-95.4% | $4,888-95.2% |